EP Wealth Advisors’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
2025
Q1
$470K Buy
2024
Q4
$318K Sell
2024
Q3
$397K Buy
2024
Q2
$261K Sell
2024
Q1
$314K Buy
2023
Q4
$249K Buy
2023
Q3
$274K Sell
2023
Q2
$223K Buy
2023
Q1
$5.06M Buy
2022
Q3
Sell
2022
Q2
$227K Buy
2022
Q1
$250K Buy
2014
Q1
Sell
2013
Q4
$5.62M Buy
2013
Q3
$5.24M Sell
2013
Q2
$4.84M Buy